CIK: 0001774086
申報總市值
US$4.6億
僅顯示前 200 大持股（共 228 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 3.63% | -0.03% | +8.98% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.53% | +0.40% | +696.52% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.41% | +0.26% | +2.96% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.81% | -0.11% | +2.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.77% | -0.08% | -0.17% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 2.63% | +0.10% | -4.34% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.33% | +0.01% | +4.43% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.32% | — | +0.16% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | -0.05% | -0.04% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.74% | +0.30% | -11.88% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.67% | — | +9.52% | |
| 12 | ADBE | Adobe INC | 股票-科技 | 1.58% | -0.59% | EXIT | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.54% | +0.19% | +11.70% | |
| 14 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.48% | — | +4.27% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.30% | +0.44% | +0.39% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.25% | — | +7.21% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.22% | — | -8.23% | |
| 18 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 1.19% | — | +2.29% | |
| 19 | ELV | Elevance Health INC | 股票-醫療保健 | 1.15% | — | +0.11% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.13% | +0.01% | -0.01% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.11% | +0.09% | +18.19% | |
| 22 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 1.05% | +0.11% | +201.01% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.00% | — | -25.79% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.99% | — | -2.63% | |
| 25 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.93% | — | +25.98% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.93% | — | +12.93% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.93% | — | +6.16% | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.88% | — | -29.02% | |
| 29 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.85% | — | -37.16% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.82% | — | -3.40% | |
| 31 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.82% | — | +5.23% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.82% | +0.42% | +229.48% | |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.81% | — | +24.36% | |
| 34 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.81% | — | +2.31% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.79% | — | +10.01% | |
| 36 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.74% | — | +27.98% | |
| 37 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.72% | — | +2.67% | |
| 38 | XLF | Ss Financial Select Sector | ETF-其他 | 0.70% | — | +0.36% | |
| 39 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 0.68% | — | -29.04% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | — | -1.65% | |
| 41 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.64% | — | +4.16% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.63% | — | -33.87% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | -3.90% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +2.14% | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.62% | — | +10.36% | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.58% | — | -37.36% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.57% | — | — | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | — | +0.86% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.56% | — | +38.51% | |
| 50 | WELL | Welltower INC | 股票-房地產 | 0.55% | — | +0.65% |